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Finance Assistant Apprentice

Supporting the business owner with administration, client onboarding, email management, scheduling and day-to-day office tasks. The role will also include assisting with business registrations, HMRC and Companies House processes, preparing client paperwork, chasing information from clients and maintaining organised digital records.

Accounts or Finance Assistant

Finance Assistant Apprentice

Penny Processors Accountants

Role Overview

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

What you’ll do at work

  • Managing emails and responding to client enquiries
  • Diary management and arranging appointments
  • Supporting the director with day-to-day administration
  • Assisting with new client onboarding processes
  • Preparing engagement letters and client paperwork
  • Helping with HMRC and Companies House registrations
  • Chasing identification and documents from clients
  • Maintaining accurate digital client records
  • Answering telephone calls and taking messages
  • Uploading and organising documents securely
  • Assisting with bookkeeping administration tasks
  • Updating internal systems and spreadsheets
  • Supporting with general office organisation
  • Communicating professionally with clients and third parties
  • Assisting with workflow and task management across the practice
  • Learning business administration processes within an accountancy practice

Training to be Provided

Training will mainly take place within the workplace alongside experienced staff members, with additional apprenticeship training provided by the training provider either online or at college on a day release basis. The apprentice will receive ongoing support and mentoring while learning business administration, client communication, office systems, HMRC and Companies House processes, and general administration within an accountancy practice. Training schedules will be agreed with the successful candidate and training provider.

Desired Skills

Communication skillsIT skillsAttention to detailOrganisation skillsCustomer care skillsProblem-solving skillsPresentation skillsAdministrative skillsNumber skillsAnalytical skillsLogicalTeam workingCreativeInitiativePatience

Qualifications

  • Candidates should demonstrate a strong aptitude for learning and a keen interest in accountancy.

About Penny Processors Accountants

Penny Processors Accountants covers a wide array of aspects within accounting, including bookkeeping, business start-ups, self-assessment, VAT returns, payroll, corporation tax, year-end accounts for limited companies or sole traders, and CIS.

Future Prospects

Upon successful completion of your Level 2 Finance Assistant Apprenticeship, you will have developed a strong foundation in finance administration and customer support. Penny Processors Accountants encourages progression within finance, payroll, or accounting support roles, offering potential for continued career growth within the company.

Training & Qualification

Accounts or Finance Assistant

Accounts or Finance Assistant

Start your finance career with the Accounts or Finance Assistant Level 2 (ST0608). Gain a solid foundation in double-entry bookkeeping, financial administration, and ethical standards. Ideal for aspiring Finance Assistants and Junior Bookkeepers.

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